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Contact Information
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Prefix
First Name
Last Name
Suffix
Job Title
Telephone Number
Area Code
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Phone Number
Email
Proposal Information
Product and Service Interest(s)
401k/DC Plan Recordkeeping
Administration of Retirement Plans
Business Intelligence or Microsoft Power BI
Cybersecurity Awareness Platform
General Ledger Management
Microsoft Office 365 or Dynamics 365
Plan Intelligence
Spectrum FinWell - Workplace Financial Wellness Program
Spectrum Payroll360
Other Business or Consulting Services (Describe with Objectives)
Objectives
RFP Upload
Filename
Status
Size
Plan Type
401k Plan
Non-Qualified Deferred Compensation Plan
Other Defined Contribution Plan
Other / Don't Know
Defined Benefit Pension Plan
Organization Information
Organization Name
Organization Website
Organization Principal Address
Street Address
Street Address 2
City
State / Province
Postal / ZipCode
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
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Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
British Virgin Islands
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
East Timor
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guinea
Guinea-Bissau
Guyana
Haiti
Heard and McDonald Islands
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kazakhstan
Kenya
Kiribati
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
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Mayotte
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Morocco
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Myanmar
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Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
S. Georgia and S. Sandwich Islands
Saint Kitts and Nevis
Saint Lucia
Saint Vincent and The Grenadines
Samoa
San Marino
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Saudi Arabia
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Solomon Islands
Somalia
South Africa
South Korea
Soviet Union
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Sudan
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Syria
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Thailand
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
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Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
US Minor Outlying Islands
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Uzbekistan
Vanuatu
Venezuela
Viet Nam
Wallis and Futuna Islands
Western Sahara
Yemen
Yugoslavia
Zaire
Zambia
Zimbabwe
Country
Total Employees
Total Participants
Total Plan Assets
Payroll Provider
ADP
Ceridian
Gusto
Intuit
Paychex Flex
Paycom
Paycor
Paylocity
Workday
Other Provider
Payroll Schedule
Weekly; Every Week
Bi-Weekly; Every Other Week
Semi-Monthly; Twice Per Month
Monthly; Once Per Month
Other
Multiple Payroll Schedules
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I have the authority to request proposals for products, services, or solutions for the above organization.